EFFICIENT ADVISORS, LLC

Filed: 2/7/2025ACC: 0001765380-25-000059

📋 What this filing means

EFFICIENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.55B

Total AUM (reported)

21.13M

Total Shares

Allocation by class

SM CP VAL ETF$109.50M7.1%

TOTAL STK MKT$107.80M6.9%

TOTAL BND MRKT$99.98M6.4%

INTERMED TERM$95.71M6.2%

S&P 500 ETF SHS$94.76M6.1%

SMALL CP ETF$94.14M6.1%

VALUE ETF$91.57M5.9%

Portfolio Concentration

Top 3$317.28M20.4%

4–10$552.43M35.6%

11–25$541.20M34.8%

Rest$142.13M9.2%

Top 3 weight

20.4%

Top 10 weight

56.0%

Voting Authority Distribution

Total shares with voting rights: 21.13M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.13M

% of voting shares100.0%

Investment Discretion (by position count)

Sole66

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings66

Rows:

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares552.52K

TypeSH

Market value$109.50M

7.05%

Sole

0.00

Shared

0.00

None

552.52K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares371.98K

TypeSH

Market value$107.80M

6.94%

Sole

0.00

Shared

0.00

None

371.98K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.39M

TypeSH

Market value$99.98M

6.44%

Sole

0.00

Shared

0.00

None

1.39M

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares1.28M

TypeSH

Market value$95.71M

6.16%

Sole

0.00

Shared

0.00

None

1.28M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares175.88K

TypeSH

Market value$94.76M

6.10%

Sole

0.00

Shared

0.00

None

175.88K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares391.80K

TypeSH

Market value$94.14M

6.06%

Sole

0.00

Shared

0.00

None

391.80K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares540.85K

TypeSH

Market value$91.57M

5.90%

Sole

0.00

Shared

0.00

None

540.85K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares806.57K

TypeSH

Market value$62.32M

4.01%

Sole

0.00

Shared

0.00

None

806.57K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares621.94K

TypeSH

Market value$60.27M

3.88%

Sole

0.00

Shared

0.00

None

621.94K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares934.68K

TypeSH

Market value$53.66M

3.46%

Sole

0.00

Shared

0.00

None

934.68K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares1.41M

TypeSH

Market value$48.84M

3.14%

Sole

0.00

Shared

0.00

None

1.41M

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares501.26K

TypeSH

Market value$44.65M

2.88%

Sole

0.00

Shared

0.00

None

501.26K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares361.44K

TypeSH

Market value$41.38M

2.66%

Sole

0.00

Shared

0.00

None

361.44K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares692.48K

TypeSH

Market value$40.81M

2.63%

Sole

0.00

Shared

0.00

None

692.48K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares625.84K

TypeSH

Market value$39.72M

2.56%

Sole

0.00

Shared

0.00

None

625.84K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares1.17M

TypeSH

Market value$39.64M

2.55%

Sole

0.00

Shared

0.00

None

1.17M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares826.83K

TypeSH

Market value$39.54M

2.55%

Sole

0.00

Shared

0.00

None

826.83K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares552.87K

TypeSH

Market value$39.28M

2.53%

Sole

0.00

Shared

0.00

None

552.87K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares1.43M

TypeSH

Market value$36.95M

2.38%

Sole

0.00

Shared

0.00

None

1.43M

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares405.07K

TypeSH

Market value$31.60M

2.03%

Sole

0.00

Shared

0.00

None

405.07K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares650.74K

TypeSH

Market value$31.51M

2.03%

Sole

0.00

Shared

0.00

None

650.74K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares641.27K

TypeSH

Market value$31.45M

2.03%

Sole

0.00

Shared

0.00

None

641.27K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares637.86K

TypeSH

Market value$28.09M

1.81%

Sole

0.00

Shared

0.00

None

637.86K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares1.04M

TypeSH

Market value$25.52M

1.64%

Sole

0.00

Shared

0.00

None

1.04M

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares341.34K

TypeSH

Market value$22.21M

1.43%

Sole

0.00

Shared

0.00

None

341.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	552.52K	SH	$109.50M 7.05%	552.52K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	371.98K	SH	$107.80M 6.94%	371.98K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.39M	SH	$99.98M 6.44%	1.39M
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	1.28M	SH	$95.71M 6.16%	1.28M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	175.88K	SH	$94.76M 6.10%	175.88K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	391.80K	SH	$94.14M 6.06%	391.80K
VANGUARD INDEX FDSSOLE	VALUE ETF	540.85K	SH	$91.57M 5.90%	540.85K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	806.57K	SH	$62.32M 4.01%	806.57K
ISHARES TRSOLE	CORE US AGGBD ET	621.94K	SH	$60.27M 3.88%	621.94K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	934.68K	SH	$53.66M 3.46%	934.68K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	1.41M	SH	$48.84M 3.14%	1.41M
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	501.26K	SH	$44.65M 2.88%	501.26K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	361.44K	SH	$41.38M 2.66%	361.44K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	692.48K	SH	$40.81M 2.63%	692.48K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	625.84K	SH	$39.72M 2.56%	625.84K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	1.17M	SH	$39.64M 2.55%	1.17M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	826.83K	SH	$39.54M 2.55%	826.83K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	552.87K	SH	$39.28M 2.53%	552.87K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	1.43M	SH	$36.95M 2.38%	1.43M
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	405.07K	SH	$31.60M 2.03%	405.07K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	650.74K	SH	$31.51M 2.03%	650.74K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	641.27K	SH	$31.45M 2.03%	641.27K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	637.86K	SH	$28.09M 1.81%	637.86K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	1.04M	SH	$25.52M 1.64%	1.04M
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	341.34K	SH	$22.21M 1.43%	341.34K

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